Equity Product Specialist & Client Portfolio Lead

Deutsche Bank AG; New York (NY); Hybrid; USD 94,000 - 168,000; Full time

Benefits offered by this job

Hybrid work model

Healthcare options

Retirement plan

Diversity & inclusion

Job summary

DWS Group in New York is seeking an Equity Product Specialist/Client Portfolio Manager to drive the equity product agenda and collaborate with sales, PM and marketing teams. The role focuses on liquidity strategy coverage and client initiatives.

BA/BS required with FINRA licenses within the first year; the position offers a hybrid work model and a comprehensive benefits package. Strong communication, analytical and AI-augmented workflow skills are essential.

Qualifications

• BA/BS degree required.
• FINRA Series 7 and 63 licenses required within first year.

Responsibilities

• Assist in coverage and distribution of liquid equity strategies across retail, institutional and insurance channels.
• Support development and execution of market-, strategy-, and client-related initiatives.
• Independently prepare sales collateral and competitive analysis.
• Support new strategy development, strategy positioning, development and ongoing review of unique selling points.
• Interface with portfolio management, sales, product management and marketing.

Skills

Capital markets knowledge

Strategic thinking

Analytical thinking

Execution oriented

Communication skills

AI tools proficiency

Education

BA/BS degree

FINRA Series 7 & 63 licenses

Job description

DWS Group in New York is seeking an Equity Product Specialist/Client Portfolio Manager to drive the equity product agenda and collaborate with sales, PM and marketing teams. The role focuses on liquidity strategy coverage and client initiatives.

BA/BS required with FINRA licenses within the first year; the position offers a hybrid work model and a comprehensive benefits package. Strong communication, analytical and AI-augmented workflow skills are essential.